Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-230
Closed -$43K 342
2020
Q2
$43K Buy
230
+27
+13% +$5.12K 0.02% 341
2020
Q1
$36K Sell
203
-5
-2% -$970 0.01% 303
2019
Q4
$43K Buy
208
+15
+8% +$2.75K 0.01% 303
2019
Q3
$29K Hold
193
0.01% 315
2019
Q2
$30K Buy
+193
New +$30.2K 0.01% 320
2019
Q1
Sell
-223
Closed -$42K 163
2018
Q4
$42K Buy
+223
New +$46.5K 0.01% 197
2018
Q3
Sell
-162
Closed -$28K 345
2018
Q2
$28K Sell
162
-41
-20% -$7.1K 0.02% 169
2018
Q1
$34K Sell
203
-71
-26% -$13.8K 0.03% 144
2017
Q4
$56K Buy
+274
New +$54.5K 0.07% 129

Other funds holding CI